Mastering Hubspot CRM - Automation Custom Code, Apps & More!

Explore HubSpot workflow actions, data operations, and custom code to extend CRM functionality with Node.js or Python, enabling webhooks and counting form submissions into a custom property.

Explore the workflow custom code action in HubSpot CRM, covering Node.js basics, secrets and properties setup, outputs, and testing with axios for API calls.

Create a HubSpot developer test account to access enterprise features, private apps, and CMS sandbox capabilities, enabling development and testing of workflows in a development environment.

Explore how to create and manage private apps in HubSpot, including access tokens, scopes for CRM data, and optional webhooks under super admin control.

Explore a custom code project to ensure a HubSpot deal is associated with a contact and its primary company using a deal-based workflow and HubSpot APIs.

Learn to use axios with the HubSpot CRM search API to find a deal’s associated contact and its company for later association via custom code.

Find the contact's associated company using the contact id, then associate the deal if a company exists. Handle no‑company cases with a boolean output 'company found' to drive next steps.

Learn to associate a HubSpot deal with a company using the association API, leveraging deal and company record IDs, Axios, and an unlabeled HubSpot-defined deal-to-company mapping (type 341).

Test and validate a HubSpot workflow that automatically associates deals with their companies, using custom code actions, action logs, and a calculated property to count associated companies.

Explore HubSpot public apps in the marketplace, learn installation with OAuth, and leverage custom CRM cards and workflow actions to integrate data and automate notes and billing.

Learn to build a note-creating HubSpot workflow action as a public app, enabling notes for contacts or companies, with step-by-step setup and scopes configuration.

Configure app installation by outlining Postman API tool, JavaScript, Node.js, and MongoDB, then clone the Xnote app starter kit, set envs, and review HubSpot OAuth.

Install and configure your HubSpot app by setting client id, client secret, and scopes in the env file, authenticate via oauth, then use the install link and run the app.

Explore how the OAuth flow authenticates a HubSpot app, from installation and scope grants to redirect, authorization code exchange, and obtaining access and refresh tokens.

Build a HubSpot custom workflow action by sending a post request to the custom workflow action endpoint via Postman, using the app id and developer API key.

Create a HubSpot custom workflow action using Postman to send a JSON payload with an action URL, input fields, and pre-execution logic, then verify with a 201 created status.

Import the Postman API JSON file from the resource section into Postman, then review the requests in the body to ensure a proper setup.

explain how the pre execution function formats data into a JSON payload for HubSpot actions by reading webhook URL, portal ID, object type, and input fields to post a note.

Learn to structure express routes for a HubSpot CRM node creation app, implement a post route /node/create, handle requests with async functions, and test with Postman on localhost port 3500.

Set up a MongoDB Atlas project and cluster, configure IP access, create a database user, and connect via a Mongo URL in .env to power HubSpot auth data storage.

Build a MongoDB connection using mongoose and dotenv, initialize the connection in server.js, and manage HubSpot auth data by upserting and querying by portal ID with tokens and timestamps.

Test and persist HubSpot auth data by connecting server.js to MongoDB, inserting an auth data object containing access tokens, refresh tokens, portal ID, and token expiry during OAuth exchange.

Learn to host a node app on the render hosting platform by connecting GitHub, configuring build and start commands, and deploying a free hosting environment with environment variables.

Configure environment variables by importing keys from your dot env file, deploy the web service, and troubleshoot MongoDB connectivity by whitelisting IPs, redeploying via GitHub, and testing endpoints with postman.

Patch the HubSpot workflow action URL by updating the app definition with the server URL, using the app and definition IDs, then test.

Set up the note creation route to handle HubSpot workflow action requests and create notes in HubSpot, while validating access tokens and refreshing tokens as needed.

Learn to invoke postNote from a HubSpot route by importing it, converting portal id to a number, passing the HubSpot request and portal id, awaiting the response, and returning it.

Create note with HubSpot API demonstrates posting a note to HubSpot, linking it to an enrolled record, and handling owner and association type in an asynchronous flow.

Test the node creation route on localhost with postman to simulate HubSpot workflow actions, verify authentication and token refresh, and confirm HubSpot note creation.

Test a HubSpot workflow by creating nodes from each contact’s custom node information using the create nodes action, then verify success via action logs and server logs.